OUR STRATEGIC PARTNERS

Discover many of the opportunities available to help you plan for your financial future.

AE Wealth Management:

AE Wealth Management is an SEC Registered Investment Adviser that is part of a full service financial services company. AEWM takes care of running our investment platform so we can spend more time working with you. They build out the tools and services we need to run our business and, together, we combine investment management, financial planning and retirement planning services into one cohesive operation that is focused on helping you work toward your financial goals.

AEWM is not open to the public. Rather than working with individual investors, AEWM exclusively services a select group of some of the top independent financial advisors in the country. Some of the benefits and services AEWM brings to our partnership include:

Opening and servicing accounts

Reconciliation of trades for accuracy

Comprehensive investment selection and asset allocation

Text notifications so you can get updates on your investment performance anytime and anywhere you want

With clear communication, straightforward pricing and constant evaluation, this all-encompassing platform allows us to set a new industry standard for creating and executing effective, customized financial strategies.

Sterling Capital:

Sterling is a multi-billion-dollar SEC Registered Investment Adviser and a massive research and due diligence firm that acts as AE Wealth Management’s independent chief investment officer. Sterling does due diligence on asset managers to help us identify the difference between a great investment manager and a manager who just has really great marketing.

Made up of 150 employees, 40 of which possess the Chartered Financial Analyst designation, Sterling digs beneath the surface to find best-in-class investment management support. Amazon and Adobe are among its other clients. Like AEWM, Sterling is not a firm that you could call directly and build a relationship with. It is through our partnership with AEWM that we get access to this first-class organization. Sterling will help us:

Manage due diligence and asset allocation

Share research and analytical reporting

Deliver market commentaries

Sterling’s objective investment guidance enables us to provide an investment platform that is transparent and unbiased, so we can provide you with clear investment choices.

Corporate Office

Medford office

Investment advisory services are offered by Elevation Capital Advisory, LLC through AE Wealth Management, LLC. Insurance products are sold through Elevation Capital Strategies. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.